WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 228 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,975 | +11.2% | 506,259 | +13.5% | 0.04% | +11.4% |
| Q2 2023 | $17,069 | +5.3% | 446,016 | +4.2% | 0.04% | +2.9% |
| Q1 2023 | $16,205 | +37.5% | 428,027 | +29.4% | 0.03% | +21.4% |
| Q4 2022 | $11,787 | -99.9% | 330,741 | +15.1% | 0.03% | +16.7% |
| Q3 2022 | $9,350,000 | -4.1% | 287,451 | +9.2% | 0.02% | -4.0% |
| Q2 2022 | $9,747,000 | -12.6% | 263,238 | +3.3% | 0.02% | 0.0% |
| Q1 2022 | $11,153,000 | +17.6% | 254,888 | +16.5% | 0.02% | +19.0% |
| Q4 2021 | $9,480,000 | +0.4% | 218,849 | +1.1% | 0.02% | -12.5% |
| Q3 2021 | $9,444,000 | -8.2% | 216,468 | -3.9% | 0.02% | -7.7% |
| Q2 2021 | $10,291,000 | +10.2% | 225,303 | +7.0% | 0.03% | 0.0% |
| Q1 2021 | $9,342,000 | +2.5% | 210,608 | -4.9% | 0.03% | -3.7% |
| Q4 2020 | $9,111,000 | +19.7% | 221,465 | +2.6% | 0.03% | +3.8% |
| Q3 2020 | $7,609,000 | -4.7% | 215,946 | -2.3% | 0.03% | -13.3% |
| Q2 2020 | $7,987,000 | +10.2% | 221,070 | -1.7% | 0.03% | -11.8% |
| Q1 2020 | $7,251,000 | -20.7% | 224,846 | +12.5% | 0.03% | -2.9% |
| Q4 2019 | $9,148,000 | +17.6% | 199,875 | +6.1% | 0.04% | +6.1% |
| Q3 2019 | $7,782,000 | +3.6% | 188,384 | +12.0% | 0.03% | 0.0% |
| Q2 2019 | $7,510,000 | +19.8% | 168,169 | +17.6% | 0.03% | +13.8% |
| Q1 2019 | $6,267,000 | +34.1% | 142,962 | +22.9% | 0.03% | +16.0% |
| Q4 2018 | $4,672,000 | -18.1% | 116,363 | -10.9% | 0.02% | -7.4% |
| Q3 2018 | $5,706,000 | +3.8% | 130,670 | +1.9% | 0.03% | -6.9% |
| Q2 2018 | $5,499,000 | -9.3% | 128,265 | +1.1% | 0.03% | -12.1% |
| Q1 2018 | $6,064,000 | +13.3% | 126,812 | +7.5% | 0.03% | +13.8% |
| Q4 2017 | $5,352,000 | – | 118,009 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cranberry Lake Advisors LLC | 109,600 | $4,786,000 | 9.46% |
| Larson Financial Group LLC | 120,740 | $5,273,000 | 6.03% |
| JGP Wealth Management, LLC | 283,358 | $12,374,000 | 4.95% |
| Accredited Investors Inc. | 407,191 | $17,782,000 | 4.39% |
| MENLO ADVISORS LLC | 131,255 | $5,731,000 | 3.87% |
| Smart Money Group LLC | 74,217 | $3,241,000 | 2.94% |
| GM Advisory Group, LLC | 207,910 | $9,079,000 | 2.85% |
| Cornerstone Capital, Inc. | 385,121 | $16,818,000 | 2.56% |
| McNamara Financial Services, Inc. | 113,988 | $4,978,000 | 2.10% |
| Bridgecreek Investment Management, LLC | 199,675 | $8,720,000 | 1.74% |